Modernize your FP&A process with an online workspace that’s built for collaboration and gives you real-time numbers and deeper strategic insights - all while working with familiar Excel functions.
Modernize your FP&A process with an online workspace that’s built for collaboration and gives you real-time numbers and deeper strategic insights -...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
OnPlan is a financial planning application designed to help small to midsize businesses streamline sales forecasting and budgeting operations using financial models. The platform uses synchronization capability to implement Excel formulas and download prepared models into an Excel spreadsheet.
OnPlan is a financial planning application designed to help small to midsize businesses streamline sales forecasting and budgeting operations using...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

  • Subscription

Starting from

US$250,00/month

  • Subscription

Overall rating

4,5 /5
(19)
Ease of Use
4,6/5
Features & Functionality
4,4/5
Customer Service
4,8/5
Value for Money
4,8/5

Overall rating

4,9 /5
(12)
Ease of Use
5/5
Features & Functionality
4,8/5
Customer Service
5/5
Value for Money
5/5

Total features 93

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Automated Scheduling
  • Automatic Formatting
  • Benchmarking
  • Budgeting/Forecasting
  • Built-In Database
  • Business Process Control
  • CRM
  • Calendar Management
  • Cash Management
  • Chart of accounts
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Currency Conversion
  • Customizable Dashboard
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Connectors
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Drag & Drop
  • Dynamic Modeling
  • ERP
  • Employee Self Service
  • Exception Reporting
  • Expense Management
  • Financial Analysis
  • Financial Reporting
  • For Nonprofits
  • Forecasting
  • General Ledger
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • HR Management
  • Historical Reporting
  • Income & Balance Sheet
  • KPI Monitoring
  • Key Performance Indicators
  • Metadata Management
  • Milestone Tracking
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Format Support
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Projections
  • Publishing / Sharing
  • Purchasing & Receiving
  • Qualitative Analysis
  • Quantitative Analysis
  • QuickBooks Integration
  • Quota Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Revision History
  • Risk Alerts
  • Roadmapping
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scorecards
  • Self Service Portal
  • Self-Service Reporting
  • Single Sign On
  • Statistical Analysis
  • Strategic Planning
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Third Party Integrations
  • Trend / Problem Indicators
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Workflow Management

Total features 66

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Automated Scheduling
  • Automatic Formatting
  • Benchmarking
  • Budgeting/Forecasting
  • Built-In Database
  • Business Process Control
  • CRM
  • Calendar Management
  • Cash Management
  • Chart of accounts
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Currency Conversion
  • Customizable Dashboard
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Connectors
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Drag & Drop
  • Dynamic Modeling
  • ERP
  • Employee Self Service
  • Exception Reporting
  • Expense Management
  • Financial Analysis
  • Financial Reporting
  • For Nonprofits
  • Forecasting
  • General Ledger
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • HR Management
  • Historical Reporting
  • Income & Balance Sheet
  • KPI Monitoring
  • Key Performance Indicators
  • Metadata Management
  • Milestone Tracking
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Format Support
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Projections
  • Publishing / Sharing
  • Purchasing & Receiving
  • Qualitative Analysis
  • Quantitative Analysis
  • QuickBooks Integration
  • Quota Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Revision History
  • Risk Alerts
  • Roadmapping
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scorecards
  • Self Service Portal
  • Self-Service Reporting
  • Single Sign On
  • Statistical Analysis
  • Strategic Planning
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Third Party Integrations
  • Trend / Problem Indicators
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Workflow Management
  • ADP Globalview Payroll
  • Acumatica Cloud ERP
  • Clearlogin
  • Dayforce HCM
  • Domo
  • Dynamics 365
  • Epicor ERP
  • FinancialForce Accounting
  • Google Sheets
  • IBM Cognos Analytics
  • Infor Cloud ERP
  • JD Edwards EnterpriseOne
  • Microsoft Dynamics GP
  • Microsoft Excel
  • Microsoft Power BI
  • NetSuite
  • Paylocity
  • Qlik Sense
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Sage 300 Construction and Real Estate
  • Sage Intacct
  • Salesforce Sales Cloud
  • Tableau
  • Workato
  • Zapier
  • ADP Globalview Payroll
  • Acumatica Cloud ERP
  • Clearlogin
  • Dayforce HCM
  • Domo
  • Dynamics 365
  • Epicor ERP
  • FinancialForce Accounting
  • Google Sheets
  • IBM Cognos Analytics
  • Infor Cloud ERP
  • JD Edwards EnterpriseOne
  • Microsoft Dynamics GP
  • Microsoft Excel
  • Microsoft Power BI
  • NetSuite
  • Paylocity
  • Qlik Sense
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Sage 300 Construction and Real Estate
  • Sage Intacct
  • Salesforce Sales Cloud
  • Tableau
  • Workato
  • Zapier